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This stage covers two things: turning an approved, funded Quote into a live Contract, and then looking after that Contract day to day — funding it, invoicing against it, and attaching files. A few related steps also happen automatically; those are explained at the end.

Salesforce automatically sends reminder emails before a database's renewal, non-renewal and expiration dates. This explains when each is sent and which dates on the database record control them.

Use this article when a decision letter does not publish, or when publishing returns an error. For the normal steps, see How to publish and send notification of a decision letter .

Students in the Two-Year Ithaca MBA (and some One-Year Ithaca MBA) program take an immersion their spring semester of their first year. The immersion they have selected is an important piece of data that helps student services including the career advising team provide the student with better support. Keeping this field updated when changes take place is important to assisting students.

The students that run the Hotel Ezra Cornell use Salesforce to manage their process. The have a separate Hotel Ezra Cornell Profile and permissions to use. They also have a separate Hotel Ezra Cornell app to use. Their event registration is handled through Cvent.

Hub for Centers and Institutes users of Salesforce: training recordings and links to managing Accounts and Contacts, board membership, logging interactions, college engagements, and opportunity management.

How Centers and Institutes manage board membership in the Salesforce CI app: board member Accounts and Contacts, board membership Opportunities, scheduled payments, and email templates.

The following instructions go through the entire process of managing an event using the Linvio Event Management Package.

Two methods for creating a new Special Event in the Linvio Events app, including choosing a record type and completing the required fields. Test the registration process thoroughly after setup.

It's sometimes much more convenient to copy an event. This saves time, especially with for events with many custom field mappings .

Currently only Salesforce Administrators have access to merge accounts. Please put in a request using this form to have accounts merged. Include the URL of the account you want to keep as well as any details such as, keep the address from this account, but keep the fields from all others.

This article describes how MBA Admissions uses SUMO Scheduler to setup and conduct interviews.

This provides the outline of how to publish decisions for the Admissions Application process.

Nintex Drawloop is used to mail merge templates. Letter templates are created in Microsoft Word by using a Field tagger that inserts specially formatted field names from the Admissions Application objects into the template.

Index of the Admissions user documentation, linking each guide by area: Admissions Application 3.0, the application website, application program management and maintenance, interview management, the Reader Wizard, decision letters, recommenders and background checks.